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Tokio Marine Asset Management’s Franklin Resources BEN Stock Holding History

Tokio Marine Asset Management’s Portfolio BEN Stock Details BEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-12,067
Closed -$232K – 542
2025
Q1 		$232K Hold
12,067
– – 0.01% 560
2024
Q4 		$245K Hold
12,067
– – 0.01% 569
2024
Q3 		$243K Hold
12,067
– – 0.01% 554
2024
Q2 		$270K Hold
12,067
– – 0.01% 537
2024
Q1 		$339K Buy
12,067
+2,445
+25% +$67.3K 0.02% 519
2023
Q4 		$287K Buy
9,622
+446
+5% +$11.1K 0.02% 525
2023
Q3 		$226K Buy
9,176
+1,365
+17% +$36.9K 0.01% 539
2023
Q2 		$209K Buy
+7,811
New +$202K 0.01% 555
2017
Q3 		– Sell
-4,834
Closed -$217K – 342
2017
Q2 		$217K Sell
4,834
-1,778
-27% -$76K 0.03% 368
2017
Q1 		$279K Sell
6,612
-1,859
-22% -$77.1K 0.04% 351
2016
Q4 		$335K Sell
8,471
-4,033
-32% -$151K 0.04% 303
2016
Q3 		$445K Sell
12,504
-1,201
-9% -$42.5K 0.05% 303
2016
Q2 		$457K Buy
13,705
+2,150
+19% +$78.1K 0.05% 320
2016
Q1 		$451K Hold
11,555
– – 0.05% 332
2015
Q4 		$425K Sell
11,555
-340
-3% -$13.3K 0.05% 349
2015
Q3 		$443K Buy
11,895
+465
+4% +$20.1K 0.05% 344
2015
Q2 		$560K Sell
11,430
-2,449
-18% -$126K 0.06% 307
2015
Q1 		$712K Sell
13,879
-33,251
-71% -$1.76M 0.07% 282
2014
Q4 		$2.61M Sell
47,130
-5,514
-10% -$305K 0.23% 101
2014
Q3 		$2.88M Buy
52,644
+30,200
+135% +$1.69M 0.21% 115
2014
Q2 		$1.3M Sell
22,444
-3,629
-14% -$199K 0.09% 233
2014
Q1 		$1.41M Sell
26,073
-2,452
-9% -$132K 0.09% 221
2013
Q4 		$1.65M Sell
28,525
-3,229
-10% -$174K 0.1% 197
2013
Q3 		$1.6M Sell
31,754
-4,201
-12% -$203K 0.1% 201
2013
Q2 		$1.63M Buy
+35,955
New +$1.83M 0.1% 202

Other funds holding BEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCOC
Power Corp of Canada Montreal, Quebec, Canada $745M AUM 22.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Tokio Marine Asset Management's BEN Position: Q2 2025 in Review

Tokio Marine Asset Management sold out of Franklin Resources (BEN) in Q2 2025, closing a stake of 12,067 shares — an estimated $232K sold.

Tokio Marine Asset Management first reported a position in BEN in Q2 2013 and held it in 25 quarters. The position peaked at $2.88M in Q3 2014. 565 funds tracked by Wall St. Rank hold BEN as of Q2 2025.

  • Tokio Marine Asset Management reported no remaining Franklin Resources position as of Q2 2025 after selling out during the quarter.
  • Tokio Marine Asset Management sold 12,067 Franklin Resources shares in Q2 2025, an estimated $232K.
  • Tokio Marine Asset Management first reported a position in Franklin Resources in Q2 2013 and held it in 25 quarters.
  • Tokio Marine Asset Management's Franklin Resources position peaked at $2.88M in Q3 2014.
  • 565 funds tracked by Wall St. Rank held Franklin Resources as of Q2 2025.

Based on Tokio Marine Asset Management's 13F filing for Q2 2025, filed 12 Aug 2025.